PCS

Personal CFO Solutions Portfolio holdings

AUM $541M
1-Year Est. Return 19.91%
This Quarter Est. Return
1 Year Est. Return
+19.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$493M
AUM Growth
+$8.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$4.63M
3
+$2.19M
4
FCOM icon
Fidelity MSCI Communication Services Index ETF
FCOM
+$2.06M
5
FSTA icon
Fidelity MSCI Consumer Staples Index ETF
FSTA
+$1.99M

Top Sells

1
+$20.2M
2
+$8M
3
+$3.63M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$3.17M
5
EQL icon
ALPS Equal Sector Weight ETF
EQL
+$2.71M

Sector Composition

1 Technology 13.07%
2 Financials 10.31%
3 Healthcare 9.54%
4 Industrials 6.73%
5 Consumer Discretionary 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$305K 0.06%
8,569
+1,456
327
$305K 0.06%
+2,942
328
$302K 0.06%
557
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329
$298K 0.06%
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+143
330
$298K 0.06%
646
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331
$297K 0.06%
6,523
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332
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1,029
-50
333
$296K 0.06%
5,801
-21
334
$295K 0.06%
23,495
+1,574
335
$294K 0.06%
4,180
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336
$293K 0.06%
2,519
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337
$292K 0.06%
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338
$291K 0.06%
2,599
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339
$290K 0.06%
17,721
+13
340
$289K 0.06%
+6,698
341
$289K 0.06%
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344
$286K 0.06%
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345
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346
$280K 0.06%
6,689
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347
$279K 0.06%
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348
$278K 0.06%
1,933
+50
349
$276K 0.06%
3,411
+274
350
$274K 0.06%
779
-69
12 13
14
15 16